Jacob Nied

About Jacob Nied

I am a Senior at Illinois State University with a passion in the field of Finance. I am currently interning at a Public Accounting firm where I\'ve been actively involved in the various facets of this field, significantly expanding my knowledge. My hands on experience has helped me grow and has equipped me with a strong foundation to solve critical problems and meet deadlines. I enjoy working in collaborative environments and leveraging my skills to ensure team success. Every challenge is an opportunity to learn, and I thrive on these moments to support my continual growth! My goal is to further develop my skills in the Finance and Accounting world to contribute and foster my career progression. I am a strong believer in staying ahead by constantly seeking new challenges and learning opportunites. As I navigate the dynamic landscape of my career path, I am excited about the prospect of continuing to hone in on my skills and make a meaningful impact in the industry.

Experience

1. Operations Analyst

   Vertex Planning Partners, Llc

   May 2025 — Present

   Analyze critical data for portfolio decisions and management by executing in depth data queries and providing actionable insights to portfolio managers, supporting a $1 billion AUM firm- Streamline and facilitate the trade lifecycle- Develop investment materials and help prepare pitch decks for advisor client meetings, often translating complex risk and perfomance data into clear, actionable content- Work in congruency with Vertex Accounting Partners continuing my accounting exposure through tax and various other avenues

Education

• Illinois State University

  Bachelors

  2021 — 2025